User Groups

User groups act as membership levels: they allow you to grant different rights to different users.

  • Customer groups determine access to products and categories, shipping and payment methods. Products can also have different prices for members of different customer groups.
  • Administrator groups determine what administrators can see or do in the admin panel. Use that to create accounts with limited permissions for your staff.

Hint

To manage user groups, go to Customers → User Groups.

Adding a User Group

  1. In the Administration panel, go to Customers → User groups.
  2. Click the + button. This will open a form with the group options.
  3. Fill in the form.
    • User group—the name of the group.
    • Type—the type of users that will be a part of the group (customers and administrators).
    • Status—the initial status of the group:
      • Active—the user group works. If it is a customer group, it will appear on the storefront, and customers will be able to request to join this group.
      • Hidden—the user work works, but isn’t visible on the storefront (therefore, customers can’t apply for this group).
      • Disabled—the user group doesn’t appear anywhere and doesn’t affect the rights of users in any way.
  4. Click the Create button. The new group will appear among the other user groups.

Managing Membership Requests

Customers can apply for a user group by clicking on the Join link on the storefront (Profile details → User groups tab). The store administrator can either approve or decline the request.

Important

You must log in as the root administrator to do this.

To process a request, complete the following steps:

  1. Go to Customers → User groups in the Administration panel of your store.

  2. Click on the gear button and choose the User group requests tab to open a list of pending requests.

    Click on the gear button and choose the User group requests tab to open a list of pending requests.
  3. Tick the checkboxes next to the requests you want to process, click the gear button in the top right corner. and choose either Approve selected or Decline selected. You can also change the status of a particular request in the drop-down menu on the right.

Configuring Administrator Permissions

For each administrator group you can specify what the members of that group can or cannot do:

  1. Go to Customers → User groups.

  2. Click the name of the administrator group on the list.

  3. Switch to the Privileges tab. This will open a list of tasks usually performed by administrators.

    Tick the checkboxes next to the privileges you want to grant to the group.
  4. Select the privileges you want to give to the members of the group.

  5. Click the Save button to apply the changes.